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2011 Annual Conference More than 50 NAGDCA members served as speakers and over 50 guests joined us for the week for a total of 680 conference attendees. NAGDCA was honored to have Phyllis Borzi, Assistant Secretary of Labor of the Employee Benefits Security Administration (EBSA) as a special guest speaker. Overall, the conference was a great success. If you weren’t able to attend this year’s conference be sure to check out our keynote presentation, “Reforming Public Retirement Plans for the 21st Century” which is online now thanks to a sponsorship by ING and stay tuned for the annual conference report that will be available online in mid-November. The conference report will be a transcription of the following sessions; Washington Report, IRS Update, Target Date Funds and Regulations, How Governmental DB & DC Plans Should Complement Each Other, and Recommendations for Implementing a Roth 457.
 Special Guest Speaker: Phyllis Borzi, Assistant Secretary of Labor of the Employee Benefits Security Administration (EBSA) provided attendees with a Department of Labor Update.  "What’s going on in Washington?" Conference attendees found out during the Washington Report General Session. (Moderator:Edward Lilly, State of New York. Featured Speaker: Susan White, NAGDCA Legislative Counsel)
 General Session: IRS Update – Activities and Regulations. (Moderator: Alex Turner, State of Arizona. Featured speakers: Marilyn Collister, Great-West Retirement Services; Cheryl Press, IRS)
 Members taking advantage of the Cyber Café sponsored by Fidelity Investments.
 One of NAGDCA’s educational breakout sessions: Protecting Participants from Inflation (Moderator: Jim Sia, GMO, LLC Featured Speakers: Scott Dauenhauer, SST Benefits Consulting; Jeffrey Morrison, MFS Investment Management; Susan Powers, Fidelity Investments)
NAGDCA Arthur N. Caple Scholarship and the Student Mentoring Program at the 2011 NAGDCA Annual Conference
NAGDCA and the ANC Foundation recognize the following 2011 Scholarship Recipients.
 Full Scholarship Winner – Jack Reilley (University of Georgia) Reilley was selected by the ANC Foundation Board based on his demonstrated knowledge on retirement planning and commitment to the industry. Reilley received $1,000 to go towards graduate school at the University of Georgia. He also received all-expense paid travel to the 2011 NAGDCA Annual Conference and expenses covering the InFRE® Certified Retirement Counselor® (CRC® ) certification materials and exam.
A travel stipend and conference registration was also awarded to the following students: Benjamin Cummings (Texas Tech University), Tom McLean (Texas Tech University), Dominique Young (Texas Tech University), Meaghan Dominick (University of Georgia), and Cindy Mota (William Patterson University).
Applications for the 2012 Scholarship Program will be accepted in Spring 2012.
The ANC Foundation in partnership with the International Foundation for Retirement Education (InFRE) developed the criteria for the scholarship. To be considered, applicants must be enrolled as a full-time student at a university or college, be a junior or senior, be enrolled to continue university studies for the following semester, and be a U.S. citizen.
The scholarships commemorate the lifework of Arthur N. Caple, former Executive Director of the State of Maryland Supplemental Retirement Plans and NAGDCA Past President, who passed away in 2004.
For additional information about the scholarship program or to make a donation please visit the ANC Foundation website at www.caplefoundation.org.
The Arthur N. Caple Foundation was formed to advance knowledge in the field of public sector retirement security. The Foundation, established in 2006 as a supporting organization of the National Association of Government Defined Contribution Administrators (NAGDCA), supports both individual educational opportunities and research to expand knowledge related to the importance of retirement readiness.
Student Mentoring Program
Along with the presentation of the Arthur N. Caple Scholarship, 20 students from 6 different universities participated in the 2011 NAGDCA Student Mentoring Program. With the surge of financial planning programs found in universities throughout the United States, it has been a goal for NAGDCA to reach out to these individuals and introduce them, early on, to the benefits of NAGDCA and its membership. For the seventh year, NAGDCA has provided the Student Mentoring Program at the Annual Conference, and it was another great success. NAGDCA paired students with two mentors from both the industry and government sector of the defined contribution community.
The students and their mentors attended a specially planned session that introduced the students to NAGDCA and its many benefits, while opening a channel of communication between the students and their mentors. Mentors were also encouraged to take some time out of their busy conference schedules and help the students network with fellow attendees, offer themselves as future resources, and provide onsite support for the students while at the conference.
The students and mentors were both polled on their experience, and from the responses that were received, this program will continue to expand and develop in years and conferences to come.
This week, NAGDCA and its members are celebrating National Save for Retirement Week (October 16 - 22, 2011).
NAGDCA would like to hear what your plan has done to promote this very important week. Please send your information and sample materials to Kari Emmons (kemmons@amrms.com).
A NAGDCA task force worked hard this year to create promotional materials for plan sponsors to utilize during National Save for Retirement Week. The materials are downloadable and can be personalized. Please visit the National Save for Retirement Week page on the NAGDCA website for information. |
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National Save for Retirement Week